Tip #860: When export to Excel fails for no reason

Export Excellence

Dynamics 365 is a temperamental mistress – everything is fine until it is not. Export to Excel has been working for a customer like a clockwork but then one day, without any warning, attempts to export this view: started to generate this error: (Clicking Show technical details would give some useless generic error with the […]

Tip #726: Dude, where is my option to export for update?

Export Excellence

Question I recently noticed that in version 2016, the option to export records for update (available in version 2015) has vanished from the Export To Excel dialog. This SDK article describe the Import process as if this option is still available. Can anyone clarify this feature status? Is there any other method to update existing […]

Tip #623: Contact export to Excel and full name field

With the new Excel export in CRM 2015 and later, if your view includes the Full Name field, when you export to Excel, your Excel spreadsheet will include three additional fields: First Name, Last Name, and Middle Name. The reason for this change is because all static worksheets are formatted for reimport now. This is […]

Tip #190: IFD and Dynamic Excel Export

If you are facing the login window appearing in the Excel sheet after creating a dynamic Excel export from an IFD-enabled CRM organization, then there’s still a way to get the data into the Excel sheet: Export the Dynamic Worksheets (or Pivot Tables) from Microsoft Dynamics CRM. Open the Dynamic Worksheets with Excel. Excel will […]

Tip #48: Update process flow for existing records

So you decided to follow tip 46 and use process flows instead of the sales stage field. How do you update your existing records? If you open a closed opportunity, for example, the record (and the process flow stage) will be non editable. First, understand how the process and stage are stored on the record. if […]

Tip #18: How to disable export from the reports

Sometimes there is a requirement to stop users from being able to export CRM reports. Take away Export to Excel privilege and reports will be displayed without the export button. Dependency on Excel export privilege is, perhaps, a bit unintuitive, and the privilege covers not only Excel but other export formats as well. Privilege is […]